A complete list of active advisors currently associated with Colsara National Wealth Management LLC
Warmer can help you find a great advisor at Colsara National Wealth Management LLC or one who fits your needs even better.
Colsara National Wealth Management provides discretionary investment management and financial consulting to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm also advises on retirement accounts and rollover decisions, acting as an ERISA/IRC fiduciary when recommending rollovers or distributions. The advisor’s approach is primarily long-term and combines fundamental and technical analysis to build portfolios of ETFs, low-cost mutual funds, individual stocks and bonds, with the flexibility to rebalance or trade shorter-term as needed. The brochure discloses use of options contracts and discusses options-related risks, and the firm may use cash positions as hedges as part of its portfolio management. Compared with many independent solo RIAs, Colsara’s client mix and services include charitable organization relationships and ERISA-related rollover fiduciary work, both of which are less common among peers. The firm also discloses trading in derivative instruments (options) and operates through an institutional Schwab platform while servicing a relatively concentrated client base, which can result in sustained personal engagement.
To learn more about the advisors currently working at Colsara National Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
San Diego, CA
| 12
|
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